Nadine Burns
Nadine Burns is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Ft Pierce, FL, with 17 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Ft Pierce, FL
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Regulatory History (1)
Customer Dispute
August 1999Other Business Activities
Nadine is affiliated with CIRA as an IAR since October 2023, dedicating nearly full-time hours, with 120 hours specifically for trading. She also uses the trade names A New Path Financial and Lighthouse Wealth Management for marketing and accounting purposes, respectively, and works as a notary, spending a few hours per week on each of these activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Spc
Sigma Financial CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Pinnacle Wealth Management, INC.
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Pruco Securities CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.